Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TKR
Timken CO

Industrials
2.75K
New
$73.5 - $81.69 $202K - $224K
2.75K $206K
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.38K
New
$37.32 - $38.38 $201K - $206K
5.38K $206K
CMI
Cummins Inc

Industrials
283
+ 31.34%
$327.85 - $426.39 $92.8K - $121K
1.19K $500K
PCAR
Paccar Inc

Industrials
2.08K
New
$92.91 - $102.86 $193K - $214K
2.08K $204K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 2.01%
$92.18 - $95.14 $119K - $122K
65.2K $6.21M
BOTZ
Global X Fds

ETFs
1.9K
+ 3.97%
$32.14 - $35.96 $60.9K - $68.1K
49.6K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.41K
+ 27.89%
$30.13 - $33.37 $133K - $147K
20.2K $675K
USB
Us Bancorp \De\

Financial Services
1.58K
+ 4.07%
$43.94 - $50.41 $69.3K - $79.5K
40.4K $1.95M
IWS
Ishares Russell Midcap Value E

ETFs
1.01K
+ 15.39%
$132.83 - $140.61 $134K - $141K
7.54K $1.05M
WEN
Wendy'S CO

Consumer Cyclical
20.8K
New
$9.09 - $11.88 $189K - $248K
20.8K $190K
MLM
Martin Marietta Materials Inc

Basic Materials
191
+ 24.18%
$546.36 - $631.12 $104K - $121K
981 $618K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.96K
+ 23.98%
$50.02 - $53.28 $148K - $158K
15.3K $800K
HEZU
Ishares Currency Hedged Msci E

ETFs
2.95K
+ 5.97%
$39.55 - $42.16 $117K - $124K
52.4K $2.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
801
+ 18.32%
$265.78 - $299.3 $213K - $240K
5.17K $1.41M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.41K
+ 5.09%
$95.87 - $99.18 $135K - $140K
29K $2.86M
FDX
Fedex Corp

Industrials
593
+ 15.08%
$217.1 - $243.2 $129K - $144K
4.53K $1.07M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
9.57K
+ 8.22%
$22.78 - $23.33 $218K - $223K
126K $2.89M
WMB
Williams Companies, Inc.

Energy
1.95K
+ 2.31%
$56.52 - $64.01 $110K - $125K
86.4K $5.48M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.1K
+ 16.21%
$56.32 - $68.81 $61.9K - $75.6K
7.88K $542K
EPD
Enterprise Products Partners L.P.

Energy
4.08K
+ 2.82%
$30.74 - $32.14 $125K - $131K
149K $4.65M
ITW
Illinois Tool Works Inc

Industrials
402
+ 9.47%
$252.31 - $269.41 $101K - $108K
4.65K $1.21M
XEL
Xcel Energy Inc

Utilities
779
+ 9.97%
$67.56 - $80.65 $52.6K - $62.8K
8.59K $692K
WELL
Welltower Inc.

Real Estate
103
+ 1.77%
$150.71 - $178.14 $15.5K - $18.3K
5.91K $1.05M
ENB
Enbridge Inc

Energy
489
+ 1.87%
$43.79 - $50.46 $21.4K - $24.7K
26.6K $1.34M
IDV
Ishares Tr

ETFs
3.42K
+ 21.91%
$34.54 - $37.28 $118K - $128K
19K $695K
CIFR
Cipher Mining Inc.

Financial Services
12.2K
New
$4.72 - $14.15 $57.8K - $173K
12.2K $154K
DLR
Digital Realty Trust, Inc.

Real Estate
915
+ 23.46%
$161.21 - $180.02 $148K - $165K
4.82K $832K
IDEV
Ishares Core Msci Intl Develop

ETFs
191
+ 0.59%
$74.68 - $80.26 $14.3K - $15.3K
32.6K $2.61M
SRLN
Ssga Active Trust

ETFs
3.56K
+ 5.62%
$41.28 - $41.65 $147K - $148K
66.8K $2.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.4K
+ 23.43%
$102.4 - $103.88 $144K - $146K
7.39K $763K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
11.3K
+ 17.42%
$10.91 - $11.68 $123K - $132K
76K $876K
DUK
Duke Energy Corp

Utilities
339
+ 1.87%
$116.31 - $125.93 $39.4K - $42.7K
18.5K $2.28M
O
Realty Income Corp

Real Estate
675
+ 2.12%
$56.13 - $60.79 $37.9K - $41K
32.6K $1.98M
MET
Metlife Inc

Financial Services
1.14K
+ 4.68%
$73.82 - $82.37 $84.5K - $94.2K
25.6K $2.11M
AZO
Autozone Inc

Consumer Cyclical
15
+ 11.45%
$3649.42 - $4354.54 $54.7K - $65.3K
146 $626K
ROK
Rockwell Automation, Inc

Industrials
76
+ 1.16%
$328.67 - $358.52 $25K - $27.2K
6.61K $2.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
968
+ 9.42%
$82.96 - $95.7 $80.3K - $92.6K
11.2K $1.01M
DVN
Devon Energy Corp

Energy
1.45K
+ 5.47%
$31.75 - $36.99 $46.2K - $53.8K
28K $982K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.69K
+ 4.03%
$37.2 - $39.61 $62.8K - $66.9K
43.6K $1.73M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
344
+ 20.96%
$173.23 - $213.34 $59.6K - $73.4K
1.99K $420K
CRDL
Cardiol Therapeutics Inc.

Healthcare
129K
New
$0.99 - $1.54 $128K - $199K
129K $134K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.53K
+ 19.03%
$11.15 - $11.87 $106K - $113K
59.6K $691K
MOD
Modine Manufacturing CO

Consumer Cyclical
316
+ 15.56%
$90.02 - $158.57 $28.4K - $50.1K
2.35K $333K
VALE
Vale S.A.

Basic Materials
2.8K
+ 3.17%
$9.53 - $10.95 $26.7K - $30.7K
91.1K $989K
COF
Capital One Financial Corp

Financial Services
647
+ 2.48%
$207.29 - $229.74 $134K - $149K
26.7K $5.68M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.25K
+ 6.22%
$56.63 - $60.72 $70.6K - $75.7K
21.3K $1.28M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.79K
+ 0.6%
$26.44 - $27.1 $47.2K - $48.4K
302K $8.14M
WPC
W. P. Carey Inc.

Real Estate
302
+ 1.44%
$61.29 - $68.7 $18.5K - $20.7K
21.3K $1.44M
CBOE
Cboe Global Markets, Inc.

Financial Services
30
+ 0.3%
$231.35 - $253.24 $6.94K - $7.6K
10.1K $2.47M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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